Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Hold
0
820
2017
Q2
Hold
0
886
2017
Q1
Sell
-39,241
Closed -$303K 824
2016
Q4
$303K Sell
39,241
-18,657
-32% -$144K 0.01% 335
2016
Q3
$442K Sell
57,898
-88,254
-60% -$674K 0.01% 281
2016
Q2
$867K Sell
146,152
-6,257
-4% -$37.1K 0.01% 194
2016
Q1
$1.03M Sell
152,409
-97,575
-39% -$657K 0.02% 168
2015
Q4
$1.29M Sell
249,984
-62,301
-20% -$321K 0.01% 259
2015
Q3
$2.02M Buy
312,285
+130,034
+71% +$840K 0.02% 200
2015
Q2
$1.54M Buy
182,251
+134,314
+280% +$1.14M 0.01% 253
2015
Q1
$404K Sell
47,937
-131,410
-73% -$1.11M ﹤0.01% 526
2014
Q4
$1.63M Sell
179,347
-38,669
-18% -$350K 0.01% 317
2014
Q3
$2.53M Buy
+218,016
New +$2.53M 0.01% 241
2014
Q2
Sell
-377,743
Closed -$4.08M 1465
2014
Q1
$4.08M Sell
377,743
-119,593
-24% -$1.29M 0.02% 150
2013
Q4
$5.03M Buy
497,336
+418,328
+529% +$4.23M 0.03% 126
2013
Q3
$755K Buy
+79,008
New +$755K ﹤0.01% 391
2013
Q2
Hold
0
1263